@LathkillDale you could request to become DD2’s appointee then she wouldn’t have to be involved with the form at all.
It might be inconceivable to you, but unfortunately, it is how LAs work. LAs are unscrupulous. All LAs act unlawfully at times, particularly around PBs. LAs regularly try to mislead around finances. Not just with PBs but, for example, when looking at incompatible with efficient use of resources and unreasonable public expenditure. For example, it isn’t unusual for LAs to understate transport costs to their proposed placement while saying transport costs to parental preference are higher than they are, ‘forget’ their placement would need to buy in some of the provision on top of the base fees, try to say their proposed placement is nil cost or costs very little because of place funding.
I would love to only have to think about the paperwork annually or quarterly. DS1&3’s education PBs are audited every half term. Far more than the vast, vast majority of people with DPs. The audits have never resulted in any concerns.
My LA hasn’t understood the aim in the SENCOP of having a holistic PB with a single integrated fund, so we have several PBs. DS1 has an education PB, a separate education PB for transport (not a PTB because of how my LA pays transport for EOTAS packages) and a PHB. The first is audited half-termly, the other two, annually. DS3 has an education PB, a separate education PB for transport (again, not a PTB because of how my LA pays transport for EOTIS packages) and a social care PB. As above, the first is audited half-termly, the others annually. DS2 has a PTB and a social care PB. The former audited termly, the latter annually.
We haven’t always been audited so regularly. We were audited annually for DS1’s PB for his EOTAS provision for years. That changed when we successfully appealed for EOTIS for DS3. It is revenge and vindictive. Punishment for daring to advocate for DSs. A waste of my time, a waste of the EOTIS co-ordinator’s time, a waste of the pay-roll company’s time, and a waste of the LA’s time. The LA’s policy on auditing is open to interpretation. Fair, appropriate and proportionate. I would argue half termly auditing is not. They state it is. The problem is The Special Educational Needs (Personal Budgets) Regulations 2014 doesn’t prevent an LA monitoring more frequently. I have discussed this at length with various people. The consensus is yes; it is in excess of what happens to most, but the LA could defend the frequency given the sums involved because the PBs are very large.
DS1 has 21 professionals involved in his EOTIS package. 17 of those are regulars and 4 are less regular. No agencies or formal APs used. They are directly employed staff or self-employed professionals. Some provision is over 45 weeks, some 48 and some 52. With some, that is based on hours per half term/term/year. And we have wording to use the provision flexibly and responsively, and we have provision to swap some of the activities for further physio/PT sessions where DS1 is unable to swim/do rebound therapy/other exercise for medical reasons. Some staff are paid per session, some per week, some monthly, some half termly, some in blocks of 5/6/10/X sessions. Then there are budgets within the budget for resources/sundries and another for budget for PfA/life skills/accessing the community/trips/enrichment. On top of memberships/subscriptions, equipment, tech, insurances, training, travel, exercise sessions of our choosing, etc.
For DS3, on top of 1 AP (the only element of the PBs the LA commissions directly, except for the piece of equipment the LA wants to fund directly for DS1 now), DS3 has 19 professionals involved, 14 regulars and 5 less regularly. No agencies. The rest are directly employed staff or self-employed professionals. Some provision is over 39 weeks, some 45 and some 52. With some, that is based on hours per half term/term/year. And we have wording to use the provision flexibly and responsively. Some staff are paid per session, some per week, some monthly, some half termly, some in blocks of 5/6/10/X sessions. Then there are budgets within the budget for resources/sundries and another for budget for PfA/life skills/accessing the community/trips/enrichment. On top of memberships/subscriptions, equipment, tech, insurances, training, travel, exercise sessions of DS3’s choosing, etc.
That was rather longer than I intended. Apologies for waffling on when you are all probably not that interested.